YIH
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Y-Intercept (HK)’s Spire SR Stock Holding History

Y-Intercept (HK)’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.5M Buy
44,854
+32,978
+278% +$2.83M 0.07% 413
2026
Q1 		$1.08M Buy
11,876
+4,404
+59% +$386K 0.02% 1000
2025
Q4 		$618K Sell
7,472
-12,291
-62% -$1.05M 0.01% 1169
2025
Q3 		$1.61M Sell
19,763
-21,313
-52% -$1.62M 0.04% 733
2025
Q2 		$3M Buy
+41,076
New +$3.08M 0.07% 423
2025
Q1 		– Sell
-3,148
Closed -$214K – 1585
2024
Q4 		$214K Buy
+3,148
New +$211K 0.01% 1035
2023
Q2 		– Sell
-7,430
Closed -$521K – 1702
2023
Q1 		$521K Buy
+7,430
New +$527K 0.06% 510
2022
Q4 		– Sell
-4,503
Closed -$281K – 1328
2022
Q3 		$281K Sell
4,503
-770
-15% -$55K 0.03% 723
2022
Q2 		$392K Buy
5,273
+2,240
+74% +$168K 0.05% 494
2022
Q1 		$218K Sell
3,033
-1,553
-34% -$103K 0.05% 586
2021
Q4 		$299K Buy
+4,586
New +$290K 0.07% 400

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Y-Intercept (HK)'s SR Position: Q2 2026 in Review

Y-Intercept (HK) increased its Spire (SR) stake by 278% in Q2 2026, buying an estimated $2.83M and bringing the position to 44,854 shares worth $3.5M. The position accounts for 0.07% of the portfolio, ranked #413.

Y-Intercept (HK) first reported a position in SR in Q4 2021 and has held it in 11 quarters since. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Y-Intercept (HK) held 44,854 shares of Spire worth $3.5M as of Q2 2026.
  • Y-Intercept (HK) bought 32,978 Spire shares in Q2 2026, an estimated $2.83M.
  • Spire made up 0.07% of Y-Intercept (HK)'s portfolio in Q2 2026, its #413 holding.
  • Y-Intercept (HK) first reported a position in Spire in Q4 2021 and has held it in 11 quarters since.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.